Rocket Dollar Knowledge Base

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Self-Directed IRA (Traditional, Roth, or Beneficiary)

Pricing and Refund Policy
FAQs and the Benefits of Self-Directing Retirement Accounts
Support
- Support FAQs
Investing
Self-Directed IRA (Traditional, Roth, or Beneficiary)
Self-Directed Solo 401(k) (Traditional or Roth)
Self-Directed SEP-IRA
Self-Directing Retirement Compliance and Self Care
Partnering with Rocket Dollar
Fundraising with Rocket Dollar
- Fundraising
- Fundraising Compliance
Specific State Rules
Privacy, Security, and Fraud
- Privacy
- Security
- Fraud

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Rocket Dollar Knowledge Base

Self-Directed IRA (Traditional, Roth, or Beneficiary)

Pricing and Refund Policy
FAQs and the Benefits of Self-Directing Retirement Accounts
Support
- Support FAQs
Investing
Self-Directed IRA (Traditional, Roth, or Beneficiary)
Self-Directed Solo 401(k) (Traditional or Roth)
Self-Directed SEP-IRA
Self-Directing Retirement Compliance and Self Care
Partnering with Rocket Dollar
Fundraising with Rocket Dollar
- Fundraising
- Fundraising Compliance
Specific State Rules
Privacy, Security, and Fraud
- Privacy
- Security
- Fraud

Self-Directed IRA (Traditional, Roth, or Beneficiary)

Self-Directed IRA FAQs

How do I open a Self-Directed IRA account? What is the step-by-step process?
What are the respective maximum contributions for Self-Directed Traditional IRA and Self-Directed Roth IRA for 2019?
Who is a disqualified person to my Rocket Dollar Self-Directed IRA?
I already own an alternative asset custodied in a Self-Directed IRA. Can I transfer this to my checkbook IRA/LLC account within my Rocket Dollar Self-Directed IRA?
How fast can I open and fund a Self-Directed IRA account with Rocket Dollar?
What is a beneficiary? How do I name a beneficiary to my Self-Directed IRA account?
Can I roll over my old IRA or other retirement accounts into my new Rocket Dollar Self-Directed IRA account?
What are exceptions on penalties for early withdrawal?

Eligibility

Am I an eligible contributor to a Rocket Dollar Self-Directed IRA account? What are the eligibility requirements?
I am an expatriate of the US/I'm not a citizen. Can I open a Rocket Dollar Self-Directed IRA account?

Traditional (Pre-Tax)

How are Pre-Tax Traditional Self-Directed IRA distributions taxed?
How do I calculate the required minimum distribution (RMDs) for a Rocket Dollar Self-Directed IRA account?

Roth (post-tax)

How do I execute a Roth conversion at Rocket Dollar?
What is the Roth IRA 5-year withdrawal rule?
What are the qualifications for a Roth IRA contribution in 2019?

Funding my IRA

How can I fund my Rocket Dollar Self-Directed IRA account?
How long do transfers from my current custodian take for my IRA?

IRA LLCs

Why am I using an LLC within the Self-Directed IRA to hold my assets? Can I use Rocket Dollar's custodian?
What are the advantages and regulations for a multi-member LLC? Can I invest in the same asset with my spouse and personal IRA?
If my home state is not Colorado, do I need to register the default Colorado LLC as a foreign entity? Do I need to automatically register my LLC as foreign?
What is the structure for a Rocket Dollar Self-Directed IRA with an LLC and how does it work?
I have a normal LLC I already use for some everyday business and non-retirement dollar investing activities... can I use that LLC in my Self-Directed IRA?
What state should I register my Colorado LLC as a foreign entity in if my IRA will be renting and/or operating real estate as an asset?
How should investments out of an LLC be titled? Can I have a custom LLC name for my IRA LLC?

Self-Directed Inherited/Beneficiary IRA

What are the inherited IRA distribution rules? Can I roll over a beneficiary IRA for a Rocket Dollar account?

Uncommon Questions

Can I roll over education savings from a Coverdell IRA or my 529 account into a Rocket Dollar account?
Is the Self-Directed IRA account with Rocket Dollar a Qualified Retirement Plan?

Rocket Dollar is not a financial or tax advisor. The knowledge base is educational but is not investment or tax advice. Please consult your own financial advisor, CPA, and IRS guidelines before making any investment or tax planning decisions. Copyright © 2018-2019 Rocket Dollar, Inc. All rights reserved.

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